iSAM Funds UK Ltd Invests $2.36 Million in Bristol Myers Squibb Company $BMY

Key Points

• iSAM Funds UK Ltd acquired a new stake of 52,254 shares in Bristol Myers Squibb during Q3, valued at about $2.36 million.
• Bristol Myers Squibb reported Q results with an EPS of $1.26 (missing estimates by $0.39) and $12.50B revenue, set FY‑2026 guidance of 6.05–6.35 EPS, and announced a quarterly dividend of $0.63 (≈4.3% yield).
• Major institutions — including Vanguard, Charles Schwab and Norges Bank — hold large positions (institutional ownership ≈ 76.41%); the consensus analyst rating is an average "Hold" with a $61 price target.

iSAM Funds UK Ltd acquired a new stake in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 52,254 shares of the biopharmaceutical company's stock, valued at approximately $2,357,000.

A number of other large investors also recently modified their holdings of BMY. Vanguard Group Inc. increased its stake in Bristol Myers Squibb by 0.5% in the 3rd quarter. Vanguard Group Inc. now owns 195,984,009 shares of the biopharmaceutical company's stock worth $8,838,879,000 after buying an additional 1,058,803 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its position in shares of Bristol Myers Squibb by 16.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 70,802,680 shares of the biopharmaceutical company's stock valued at $3,277,456,000 after acquiring an additional 10,195,775 shares in the last quarter. Norges Bank purchased a new position in shares of Bristol Myers Squibb in the second quarter valued at about $1,554,154,000. Ameriprise Financial Inc. boosted its stake in shares of Bristol Myers Squibb by 1.3% in the second quarter. Ameriprise Financial Inc. now owns 32,579,618 shares of the biopharmaceutical company's stock worth $1,508,099,000 after acquiring an additional 432,158 shares during the period. Finally, Independent Franchise Partners LLP grew its position in shares of Bristol Myers Squibb by 20.6% during the second quarter. Independent Franchise Partners LLP now owns 20,976,954 shares of the biopharmaceutical company's stock worth $971,023,000 after purchasing an additional 3,583,163 shares in the last quarter. Hedge funds and other institutional investors own 76.41% of the company's stock.

Bristol Myers Squibb Stock Up 0.1%

Shares of BMY opened at $59.02 on Friday. The company has a debt-to-equity ratio of 2.32, a current ratio of 1.26 and a quick ratio of 1.14. The stock has a market capitalization of $120.18 billion, a price-to-earnings ratio of 17.11, a price-to-earnings-growth ratio of 0.17 and a beta of 0.26. Bristol Myers Squibb Company has a 1 year low of $42.52 and a 1 year high of $62.89. The business's 50 day simple moving average is $58.24 and its 200-day simple moving average is $51.40.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last posted its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing analysts' consensus estimates of $1.65 by ($0.39). The business had revenue of $12.50 billion during the quarter, compared to analysts' expectations of $12.24 billion. Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The company's revenue for the quarter was up 1.3% compared to the same quarter last year. During the same period last year, the business posted $1.67 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities analysts expect that Bristol Myers Squibb Company will post 6.74 earnings per share for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd will be issued a $0.63 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.3%. Bristol Myers Squibb's payout ratio is 73.04%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. Cantor Fitzgerald reissued a "neutral" rating on shares of Bristol Myers Squibb in a research note on Monday, November 24th. UBS Group restated a "buy" rating and issued a $70.00 price target on shares of Bristol Myers Squibb in a research note on Friday, March 6th. Truist Financial set a $65.00 price objective on shares of Bristol Myers Squibb in a report on Wednesday, December 3rd. Bank of America upgraded shares of Bristol Myers Squibb from a "neutral" rating to a "buy" rating and lifted their price objective for the company from $52.00 to $61.00 in a research report on Monday, December 15th. Finally, Piper Sandler restated an "overweight" rating and set a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a research report on Monday, February 23rd. Nine investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average price target of $61.00.

About Bristol Myers Squibb

Bristol Myers Squibb is a global biopharmaceutical company headquartered in Princeton, New Jersey, focused on discovering, developing and delivering medicines for serious diseases. The company's core activities include research and development, clinical development, manufacturing and commercialization of prescription pharmaceuticals across multiple therapeutic areas. BMS concentrates on advancing therapies in oncology, hematology, immunology, cardiovascular disease and specialty areas through both small molecules and biologics.

BMS's marketed portfolio and late‑stage pipeline reflect a strong emphasis on cancer and immune‑mediated conditions.

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